A few words about Neubert Financial

Neubert Financial Services is composed of financial professionals with over 30 years experience in tax preparation, financial planning, various forms of investing, and insurance. We specialize in providing comprehensive financial consultations for your personal and business plans; with services and results that are tailored to meet your individual tax, investment, and insurance needs. We recently enhanced the personal insurance services we provide and now offer property and casualty coverage.

We are located on Ridge Road in the Town of Webster, easily accessible from anywhere in Monroe County and the surrounding area.

Our core business is Federal and New York State tax preparation. The goal at NFS is to make this process as efficient and "paperless" as possible. If clients come properly prepared, their return can be completed and filed in one trip. Electronic filing is broadly used and highly recommended to enhance the speed and accuracy in completing your return.

Neubert Financial Services is designed to meet the myriad financial needs you have throughout your life. We pride ourselves on our ability to integrate all these tax, investment, and insurance services in one convenient location.

We are committed to providing the best customer service for all your financial needs in a friendly, relaxed atmosphere.

OverviewSee the Neubert Financial Difference

Securities offered through Cadaret, Grant, Co., Inc. Member FINRA / SIPC.
Neuhert Financial Services and Cadaret, Grant are separate entities.
In addition to New York State we are licensed to provide investment and insurance support in many other states as needed.